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Independent Advisor Alliance’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Independent Advisor Alliance’s Portfolio PXF Stock Details PXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.37M Buy
+105,422
New +$7.44M 0.08% 230
2025
Q1 		– Sell
-55,150
Closed -$2.64M – 1222
2024
Q4 		$2.64M Buy
+55,150
New +$2.74M 0.04% 443

Other funds holding PXF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Independent Advisor Alliance's PXF Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2026: 105,422 shares worth $7.37M. The stake represents 0.08% of the portfolio and ranks #230 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PXF as recently as Q4 2024.

Independent Advisor Alliance first reported a position in PXF in Q4 2024 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • Independent Advisor Alliance held 105,422 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $7.37M as of Q1 2026.
  • Invesco FTSE RAFI Developed Markets ex-US ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.08% of Independent Advisor Alliance's portfolio in Q1 2026, its #230 holding.
  • Independent Advisor Alliance first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2024 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.